Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.43T
AUM Growth
+$48.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,300
New
Increased
Reduced
Closed

Top Buys

1
+$2.68B
2
+$2.03B
3
+$1.99B
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.74B
5
AAPL icon
Apple
AAPL
+$1.7B

Top Sells

1
+$1.61B
2
+$1.34B
3
+$1.26B
4
SHOP icon
Shopify
SHOP
+$1.25B
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.02B

Sector Composition

1 Technology 22.71%
2 Financials 11.45%
3 Consumer Discretionary 9.67%
4 Healthcare 8.08%
5 Communication Services 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3326
$10.6M ﹤0.01%
508,868
-129,432
3327
$10.6M ﹤0.01%
271,540
-4,893
3328
$10.6M ﹤0.01%
207,933
-4,115
3329
$10.6M ﹤0.01%
285,736
+65,400
3330
$10.6M ﹤0.01%
313,875
-88,187
3331
$10.6M ﹤0.01%
741,739
-203,198
3332
$10.6M ﹤0.01%
79,532
-36,538
3333
$10.5M ﹤0.01%
141,823
-1,254
3334
$10.5M ﹤0.01%
1,092,366
-57,682
3335
$10.5M ﹤0.01%
818,284
+26,280
3336
$10.5M ﹤0.01%
387,176
+224,690
3337
$10.5M ﹤0.01%
585,698
+22,176
3338
$10.5M ﹤0.01%
+243,068
3339
$10.5M ﹤0.01%
134,537
-11,208
3340
$10.4M ﹤0.01%
287,409
+203,753
3341
$10.4M ﹤0.01%
202,540
+7,945
3342
$10.4M ﹤0.01%
656,801
+291,504
3343
$10.4M ﹤0.01%
210,812
+121,165
3344
$10.4M ﹤0.01%
1,863,057
+160,718
3345
$10.4M ﹤0.01%
321,630
-188,657
3346
$10.3M ﹤0.01%
5,651,558
+1,759,016
3347
$10.3M ﹤0.01%
219,142
+23,100
3348
$10.3M ﹤0.01%
2,396,783
+1,197,648
3349
$10.3M ﹤0.01%
232,995
-65,459
3350
$10.3M ﹤0.01%
96,774
-1,016
132 133
134
135 136